So I revamped my charts and I put together a look at the entire truck market for all of the competitors in each segment (I didn't do ICE vans, though) - enjoy......   Also, Tesla and Rivian haven't reported any figures yet, but I'm not going to wait on them, as they're weird in their reporting anyway.   Please note, it's been a lot of work to create this new setup when I've have time, so there may be some errors - let me know if you see any....thanks!      

Since E-Transit is more likely a "commodity" sale (i.e. personal transportation shoppers don't typically shop it) when those fleet orders come in or not is key to a what would be considered a "successful" sales quarter.

What’s behind E-Transit decline?  Seems the recent larger-battery upgrade did not help much.  First thought maybe businesses stopped buying EVs but GM’s BrightDrop improved considerably, though sales numbers still low.   Above statement explains some of the decline, but year-to-date data suggest there’s likely more than that affecting sales.

Prior to 2025, the escalades 2nd row wasn't horrific, just odd design choices that people were more than willing to live with.

Not hard to sell a bunch of EVs at $33K, but I seriously doubt they’re turning a profit at those prices.

I disagree on GM throwing the kitchen sink at the Escalade.  They let it go on for years with barely any new features and a severely lacking 2nd row compared to others in the class but it still sold better than any of them and that was because of name recognition.  The IQ fixed a lot of that but before the IQ look at the Escalade's 2nd row compared to others in the class and it was almost embarrassing.

CX-5 is made in Japan.....CX-50 is made in America

Not bad, but how many hybrids did GM sell in the first half of the year?

Ford's in a flux state as is the EV market in general. The recent story about customers "not caring about engines" and the Navigator coming 3rd-of-3 when compared against its domestic competitors are subjects to muddy the optics. The low cost EVs, plus real showings of direction heading forward can't come soon enough...and, I hope the R&D for ICE engines gets some re-prioritization as the world seems to be reconsidering the overly-aggressive shift to EVs.

Chevy Equinox EV is hittin' a grand slam! From last quarter:   In the 2025 first quarter, Chevrolet became the fastest growing domestic EV brand, surpassing Ford. For the year through May, Chevrolet has sold more than 37,000 EVs in the U.S., compared to 34,000 for Ford. GM will report second quarter sales on July 1.   In 2025 second quarter, Chevrolet widened its lead over Ford to over 12,000 units for EV